Entity type
Individual
Filer Snapshot
Stephen H. Marcus
CIK 0000917704. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
2
Latest filing
08 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for MCS. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
MCS
31 Mar 2026 · 0.33% ownership
Open 13D/GInsider / owner context
MCS
08 Oct 2025 · $69.86M
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13G/A filed on 08 Apr 2026 for CIK 0000917704.
- Parsed SEC ownership signals
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Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Forms 3/4/5 positions$69.86MReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$69.86MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
MCSLargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
MCSHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 111 East Kilbourn Avenue, Suite 1200, Milwaukee, WI, 53202
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Stephen H. Marcus
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- 1 recent 13D/G stake row found; top row is MCS at 0.33% ownership.
- Forms 3/4/5 show insider context for MCS worth $69.86M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
MCS
31 Mar 2026 · Common Stock
Forms 3/4/5 insider context
MCS
08 Oct 2025 · 10% owner
Latest update
What changed recently for Stephen H. Marcus
Latest ownership report period: 08 Oct 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
08 Apr 2026
Page type
Ownership filings
Latest period
08 Oct 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 08 Apr 2026.
SEC filing record
CIK 0000917704 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
2
First seen
14 Feb 2025
Latest filing
08 Apr 2026
Entity
Individual
Observed form types
SCHEDULE 13G/A
CIK-linked evidence first
Latest Filings
Showing the latest 2 of 2 SEC filings for Stephen H. Marcus.
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 08 Apr 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 14 Feb 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing